FSC Wealth Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

FSC Wealth Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,830	Closed	-$207K	–	7
2026 Q1	$207K	Sell	1,830 -11,616	-86%	-$1.4M	3.95%	12
2025 Q4	$1.66M	Sell	13,446 -23,018	-63%	-$2.82M	2.69%	14
2025 Q3	$4.4M	Sell	36,464 -214	-0.6%	-$24.6K	2.54%	12
2025 Q2	$4.04M	Buy	+36,678	New	+$3.63M	2.55%	13
2025 Q1	–	Sell	-38,838	Closed	-$3.94M	–	290
2024 Q4	$3.94M	Buy	38,838 +1,072	+3%	+$107K	2.54%	11
2024 Q3	$3.62M	Buy	+37,766	New	+$3.49M	2.6%	11
2022 Q4	–	Sell	-1,226	Closed	-$71K	–	198
2022 Q3	$71K	Hold	1,226	–	–	0.68%	27
2022 Q2	$74K	Buy	+1,226	New	+$81.1K	0.66%	33

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FSC Wealth Advisors's IVW Position: Q2 2026 in Review

FSC Wealth Advisors sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2026, closing a stake of 1,830 shares — an estimated $207K sold.

FSC Wealth Advisors first reported a position in IVW in Q2 2022 and held it in 8 quarters. The position peaked at $4.4M in Q3 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

FSC Wealth Advisors reported no remaining iShares S&P 500 Growth ETF position as of Q2 2026 after selling out during the quarter.
FSC Wealth Advisors sold 1,830 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $207K.
FSC Wealth Advisors first reported a position in iShares S&P 500 Growth ETF in Q2 2022 and held it in 8 quarters.
FSC Wealth Advisors's iShares S&P 500 Growth ETF position peaked at $4.4M in Q3 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on FSC Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.